What smart money is saying about Sinbon Electronics
3023.TW
No fund has written a full thesis on Sinbon Electronics in our archive, but 2 fund letters report a position in it — most recently Liontrust Global Smaller Companies Fund in July 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Sinbon Electronics, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- July 2026
“• Sinbon Electronics (-13%) – Builds the cabling and connector systems for high value and complex equipment such as medical imaging devices, EV charging cables, aerospace electronics, wind turbine generators, and semiconductor manufacturing machines.”
Sinbon Electronics - HoldsAltrinsic Global Advisors Emerging Markets OpportunitiesJune 2026
“Businesses like Chroma ATE (test and measurement), Advantech (industrial computing and edge AI), Sinbon (electrification and electronification cabling), and Tripod (printed circuit boards) earn through the cycle with recurring demand, defensible niches, and no commodity price exposure.”
Sinbon Electronics
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